- Wipfli LLP (Wausau, WI)
- …in which they are practicing + Requires at 5+ years of job related experience + High Net Worth Individual tax experience required + Requires prior accounting ... the main tax point of contact within our firm for clients + Tax Manager is responsible for clients receiving proactive communication and timely service + Perform… more
- Wipfli LLP (Minneapolis, MN)
- …in which they are practicing + Requires at 10+ years of job related experience + High Net Worth tax experience required + Requires prior accounting and/or ... tax experience + Subject matter leader in similar accounting and/or tax services + Management and/or mentoring experience with other staff members + Experience making recommendations to management + Prior public accounting experience desired Amanda Feltner,… more
- Wipfli LLP (Clayton, MO)
- …in which they are practicing + Requires at 10+ years of job related experience + High Net Worth tax experience required + Requires prior accounting and/or ... tax experience + Subject matter leader in similar accounting and/or tax services + Management and/or mentoring experience with other staff members + Experience making recommendations to management + Prior public accounting experience desired Amanda Feltner,… more
- HUB International (Encino, CA)
- …Account Manager II provides critical support to clients, manages a book of high net - worth clients, operating with the highest degree of professionalism, ... experience required) or equivalent combination of education & experience. + Private Client/ High Net - Worth experience required. Experience within the… more
- Zions Bancorporation (Provo, UT)
- … Manager in Provo, UT. This role acts as the principal account and relationship manager for high net - worth clients. Private Banking brings the various ... the personal, professional, and philanthropic goals of the bank's high net worth clients. Ideal...experience: + Act as the principal account and relationship manager for a portfolio of Private Banking qualified clients.… more
- Robert Half Finance & Accounting (West Palm Beach, FL)
- …Florida, 33409, United States. As a Tax Manager , you will manage high - net - worth client engagements, provide tax compliance, planning, and consulting ... We are offering an exciting opportunity for a Tax Manager in the Public sector. The role is based...are also part of this role. Responsibilities * Lead high - net - worth client engagements, delivering tax… more
- Charles Schwab (Newport Beach, CA)
- …services industry. You'll play a critical role in the operational success of the Ultra High Net Worth team, under the guidance of your Client Relationship ... Manager and Branch Manager , both of whom you will assist to help deliver an unparalleled client experience. Development and growth are at the core of this role.… more
- HUB International (Encino, CA)
- …Personal Lines insurance experience within a brokerage environment + Must have High Net - Worth /Private Client experience. Experience within the Entertainment ... beyond, and you are fun to be around! + High School Diploma / GED; College degree strongly preferred....**_MUST be willing to work onsite at the Business Manager offices in Encino and Century City, as needed._**… more
- Wells Fargo (Boynton Beach, FL)
- …environment + Experience and knowledge in coaching across customer segments, including affluent, high net worth , and small business + Experience building ... placed into a branch. Successful completion of the Branch Manager Readiness program is a pre-requisite to transition into...role you will:** + Coach, develop and build a high performing team to execute on business strategies, achieve… more
- Robert Half Finance & Accounting (Wilmington, DE)
- …Greater Wilmington Delaware area seeks a Tax Manager with expertise working with high - net - worth businesses or individuals. The Tax Manager will be ... transactions. To be successful in this role, the Tax Manager must have in-depth knowledge of tax laws and...eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits. net for more information. (C) 2025 Robert Half. An… more
- CIBC (Madison, IL)
- …office, you'll support a Senior Relationship Manager in delivering exceptional service to high - net - worth and ultra- high - net - worth clients. ... against benchmarks, address liquidity needs, and manage tax loss harvesting and manager changes. + Deliver exceptional service: Respond to client inquiries, address… more
- Citizens (Iselin, NJ)
- …review or bank examiner experience is highly preferred. + Credit experience in one or more areas: High Net Worth /Ultra High Net Worth lending, ... Description Senior Credit Review Manager - Commercial The Senior Credit Review ...loan structuring, and underwriting, with emphasis in lending to high - net - worth individuals, investment commercial real… more
- Robert Half Finance & Accounting (Reno, NV)
- …combination of tax research, tax review, accounting and trust work for a variety of ultra high net worth clients. My client is seeking a tax professional who ... experience with a Certified Public Accounting firm, ideally serving high net worth families or...accounting mix) or someone who is currently a Tax Manager in a CPA firm looking for a change.… more
- City National Bank (Walnut Creek, CA)
- *CLIENT MANAGER * WHAT IS THE OPPORTUNITY? Is primary point of...* Minimum of 8 years of experience working with high net worth clients * FINRA ... years of experience in financial services and 8 years of experience working with high net worth clients. * Possesses a proven track record of strong… more
- First Horizon Bank (Raleigh, NC)
- …development of professional associations with target High Net Worth Clients The PB Relationship Manager will provide business depository, treasury ... demonstrated ability to manage a portfolio of high net and ultra- high net worth clients with complex credit and banking needs + Successful track… more
- Bank of America (San Antonio, TX)
- …the power to make a difference. Join us! **Job Summary:** Works with complex High Net Worth Investors to create customized investment strategies. Responsible ... Portfolio Manager III San Antonio, Texas **Job Description:** At...investment decision making and financial consulting experience working with high net worth clients and… more
- TIAA (Phoenix, AZ)
- … partners with Wealth Management Advisors in delivering client service and supporting high - net worth clients. Working under moderate supervision, this job ... operationally leads Wealth Management advisory teams to help high - net worth clients achieve their financial goals. This includes supporting the… more
- Citigroup (Bronxville, NY)
- …Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning ... and family offices through Citi Private Bank, operates in the affluent and high - net worth segments through Citigold(R) and Citigold(R) Private Client… more
- JPMorgan Chase (New York, NY)
- …across the entire wealth spectrum. It includes the Private Bank and JP Morgan Securities, which serve high net worth and ultra- high net worth ... a global leader in investment and wealth management. Its clients include institutions, high - net - worth individuals and retail investors in every major market… more
- Grant Thornton (Arlington, VA)
- …complex tax returns and provide income, estate, and gift tax planning strategies for your high net worth , closely held business and family business clients - ... As the Private Wealth Services Tax Manager , you'll conduct primary and secondary reviews of...+ Providing tax planning and consulting to our firm's high net worth clients for… more